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Financial Services

The team at Dynamite Recruitment have historically recruited for a variety of clients across the Financial Services sector for many years, however this has recently been formalised with the formation of a specific division headed by Chloe Emmerson.

Dynamite Financial Services recruits across the IFA market, Wealth Management, General Insurance, Investment and Mortgage business. Our team are extremely well connected, meaning that we are often able to connect our clients with great talent without the need for conventional advertising. We source first class candidates using a variety of tools for permanent, contract and temporary vacancies and ensure that only the most suited people meet our clients. We work hard to understand client role requirements and other necessary synergies ensuring that time spent interviewing Dynamite candidates is always a sound investment.

We cover the entire Financial Services market, UK wide. Common placements include:

  • Paraplanners
  • IFA & IFA Administration Support
  • Actuarial
  • Compliance
  • Audit
  • Mortgage Advisors
  • Fund Management
  • Credit & Risk Management
  • Wealth & Asset Management
  • Audit
  • Investment Operations
  • Claims
  • Pensions & Pensions Administration

  • T & C Supervisor

    Training & Competence Supervisor - Pensions and Investments IFA A highly successful Financial Planning company is seeking a T&C supervisor to join the business to work on pure T&C. This will be a new role within this business and we are looking for an exceptional candidate for this client. For this role you will be carrying out the following duties To ensure that the firms T&C scheme is run effectively To provide Management Information to the Compliance Director. Adhere to strict FCA regulations and internal policy and procedures. Work closely with the business to help implement the scheme and adopt best practice. Maintain adviser T&C files and use them to provide MI for the Executive Management Team and T&C supervisors. Ensure that the firm are aware of T&C requirements and that the scheme is updated regularly. Act as point of contact for queries on the T&C scheme. Monitor CPD on a quarterly basis to ensure that it's current, appropriate and ...

    Vac. Type:
    Permanent
    Location:
    Leicester, Leicestershire
    Salary:
    Pension + Benefits
    Vac. Ref:
    BBBH5036_1539786005
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  • Junior Paraplanner

    Junior Paraplanner £25,000 - £33,000 PA DOE Mon to Fri 9am - 5:30pm -Development and qualifications supported Dynamite Recruitment is currently recruiting for a Paraplanner with a couple of years of experience and looking for the next step. This business is continually expanding due to being a successful office and therefore keen to invest in someone who is willing to learn. The Role: Preparing client financial reports and managing annual reviews Research financial products and providers including pension transfers, new investment business and bond surrenders Analyse statistics The Ideal Candidate: Previous Paraplanning experience Knowledge of Dynamic Planner and Intelligent Office Part qualified and keen to develop to chartered status Must be analytical with great attention to detail This role will interview week commencing 24th September and therefore your early application is encouraged. Please contact Chloe Emmerson at Dynamite Recruitment...

    Vac. Type:
    Permanent
    Location:
    Worthing, West Sussex
    Salary:
    £25000.00 - £33000 per annum + Company Bonus, Social Events
    Vac. Ref:
    BBBH5022_1539696232
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  • IFA Technical Administrator

    IFA ADMIN - Junior Paraplanner Sending daily post on a rota Answering the telephone and directing calls, taking and passing on messages Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office Developing and building relationships with clients Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily Maintenance of client records using in house systems (inputting new business, updating client investments) Scanning documentation Preparation of valuations Competent use of investment platform for placing trades and managing client cash accounts Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

    Vac. Type:
    Permanent
    Location:
    Reading, Berkshire
    Salary:
    study support, benefits
    Vac. Ref:
    BBBH5058_1539694941
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  • IFA Technical Administrator / Junior Paraplanner

    Junior Paraplanner / Senior administrator To provide technical administration support and research/prepare personalised Advice for our Financial Planners who provide holistic financial planning to a bank of both existing clients and potential new clients who pay regular fees to receive a designated level of service Research and preparation of personalised Advice Letters & Reports. Working together with the Financial Planners, Client Support Manager, Client Support and Administrators to ensure a smooth workflow for your team. Ensuring client service agreement requirements are met and procedures adhered to. Maintaining and updating our database. Preparing meeting packs. Dealing with technical aspects of client queries and helping / assisting the administrators Knowledge of Financial Services Industry and products. Ideally working towards the Diploma or have some qualifications that are industry relevant. Please call 02392 455422 for more details...

    Vac. Type:
    Permanent
    Location:
    Bournemouth, Dorset
    Salary:
    Benefits, bonus + study support
    Vac. Ref:
    BBBH5106_1539693083
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  • Compliance Officer

    A well established local IFA based near Fareham, who has been running for circa 20 years and offers impartial financial advice to corporate and private clients across the UK. The office is set in a beautiful area and the offices are privately owned and expanding the IFA team and support teams. We are currently recruiting for a Compliance officer to work closely with the office manager and IFA's to assist the following duties and be the main point of contact for Compliance. The duties are: Compliance Audit One to Ones KPI's New adviser training and help with recruitment Paraplanner training and all admin staff to ensure competancy Complaints Pre Sale File checking Post Sale File Checking Remedial Work Updating Compliance Manual Updating and reviewing all processes Ensuring all literature is up to date Main Compliance Contact Compliance Training to all staff FCA Reporting For this role we would be expecting the right person to have a background ...

    Vac. Type:
    Permanent
    Location:
    Hampshire, England
    Salary:
    £42000.00 - £45000 per annum
    Vac. Ref:
    BBBH4843_1539458204
    Read More

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